Mark
Ramey

Intervest International, Inc

CRD#4454360
Investment Advisor
in Colorado Springs, CO

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About this Advisor

Mark Ramey is a financial advisor who works out of Colorado Springs, Colorado who has 7 years of relevant experience. Ramey is on the advisory team at Intervest International, Inc. Over the course of their career, they have held roles at The Crestone Company, Maverick Inc and Intervest International Equities Corp. Ramey holds Series 63 and Series 66 licenses, qualifying them as a securities broker, and is registered to advise clients in Arizona, Colorado, Michigan and Washington. Intervest International, Inc is a company operating out of Colorado Springs, CO. The company has offices in 20 locations and a total of 23 financial advisors. It has $74 million in total assets between its 612 client accounts, making it one of the smaller financial advisory firms in the United States by assets under management. The business offers a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management depend on the services provided. However, fee types charged by Intervest International, Inc can consist of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

7 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

1980 Dominion Way, Suite 202
Colorado Springs, CO 80918

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Intervest International, Inc Brokerage Details

Total Assets Under Management

$74,433,191

CO Average: $2,349,664,866
Total Number of Employees

23

CO Average: 28
Total Number of Accounts

612

CO Average: 1,101
Average Account Size

$121,623

CO Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Mark Ramey Work History

Mark has been registered as a financial advisor for 7 years.*

2011 - Present (13 years)

Intervest International Equities Corp

2006 - Present (18 years)

Maverick Inc

2001 - Present (23 years)

The Crestone Company

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Mark Ramey to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Intervest International, Inc

Timothy O'Brien
Colorado Springs, CO
Jeffrey Geraci
Colorado Springs, CO
Michael Geraci
Berkeley, CA
Sean Romero
Mcallen, TX
Robert Esposito
Colorado Springs, CO
Kevin Zebrowski
Colorado Springs, CO
Travis Moore
Summerville, SC
Jacob Forschein
Allison Park, PA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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